Set up and import

Import people, locations and past hours from a file

Bring in a CSV from payroll or HR. Every line is checked before anything is saved.

Steps

Open Settings, then Import data.
Under What to import, choose People, Locations or Past hours.
Drop your CSV file on the box, or tap to choose it. No file yet? Use a ready-to-edit file or the Blank template.
Check Columns found and the first rows. If the day and month are the wrong way round, change How dates are written in the file.
Choose Import. Lines with a problem are skipped: fix them and import the file again later.

Locations first, so people and hours can refer to them by name.
People next. They are matched by email, so importing again updates them instead of adding them twice.
Past hours last, if you want reports to start complete. The hours come in approved.

Comma, semicolon or tab separated files all work. Excel file? Save it as CSV first.
Column names do not have to match exactly: most payroll and HR exports are recognised.
New people get an invite you can share from Team. Pay starts today and keeps a history.
Nobody can import their own pay or their own hours.

SettingsImport data

Who has it: People who can manage people, locations or approve time. If it is not in your menu, your role does not include it.

Open Import data Opens the app. You may be asked to sign in first.

Some dates don't fit.: The file writes dates the other way round. Choose the Read dates button offered, or change How dates are written in the file.
A column is listed under Not used.: Its heading was not recognised. Rename the heading to one from Templates and columns and choose the file again.
The file will not load.: It must be CSV and up to 5 MB. From Excel, choose File, Save As, CSV. You can also paste the rows, headings first.

Tell us what you were trying to do and a person will reply.